HFP Investments provides investment advice and financial planning services to individuals, high net worth individuals, trusts, and estates. HFP offers asset management where they make investment decisions for you, portfolio review services for accounts held elsewhere, retirement income planning, and financial consulting on various topics. Clients can place restrictions on investments. George Hammontree is the owner and managing member.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual fee rate varies from client to client based on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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